WESTWOOD HOLDINGS GROUP INC: B position timeline

WESTWOOD HOLDINGS GROUP INC held 672,074 B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 672,074 shares

   Change vs previous 13F -189,327 shares

   0.19% of the 13F portfolio, value $24,685,488.

   13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 861,401 shares

   Change vs previous 13F -37,893 shares

   0.26% of the 13F portfolio, value $35,135,852.

   13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 899,294 shares

   Change vs previous 13F -145,765 shares

   0.32% of the 13F portfolio, value $39,164,254.

   13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,045,059 shares

   Change vs previous 13F -348,468 shares

   0.24% of the 13F portfolio, value $34,247,000.

   13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 1,393,527 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $29,013,232.

   13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).